Planned Solutions’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,545
Closed -$12.5K 388
2024
Q3
$12.5K Buy
+1,545
New +$12.5K 0.01% 426
2024
Q1
Sell
-1,545
Closed -$10.4K 332
2023
Q4
$10.4K Buy
+1,545
New +$10.4K ﹤0.01% 417